ELECONNSEElecon Engineering Company Limited· EngineeringHighNeutral
Announced Wed, 15 Apr · 14:47 IST

Elecon Engineering Company Limited has informed the Exchange regarding a press release dated April 15, 2026, titled "Press Release attached".

Pat NegativeEbitda Margin CompressionExceptional ItemResults View source PDF

ELECON · price

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Price reaction · full curve 14 horizons · vs prior close
-2.4%1-day move
₹416.40
prior close
₹410.75
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AI summary

Elecon reported Q4FY26 consolidated revenue of Rs 746 Crores, down 6.5% YoY from Rs 798 Crores, with EBITDA of Rs 158 Crores (margin 21.2%, down 330 bps) and PAT of Rs 108 Crores (margin 14.5%, down 391 bps). For FY26, consolidated revenue grew 6.2% to Rs 2,366 Crores, but EBITDA declined 9.1% to Rs 523 Crores (margin 22.1%, down 333 bps) and PAT fell 17.8% to Rs 341 Crores. The Gear division saw a sharp 21% revenue decline in Q4 to Rs 472 Crores due to order delays and customer deferments amid global macro challenges. The MHE division delivered strong 36.8% YoY revenue growth in Q4 to Rs 274 Crores. A goodwill impairment of Rs 102 Crores was recognized as an exceptional item. The company proposed a dividend of Rs 1.50 per share.

Likely market impact

Elecon faces near-term headwinds in its core Gear division with declining margins and order delays, though the MHE division provides growth diversification. The Rs 102 Crores goodwill impairment is a one-time charge that may raise questions about asset quality. The healthy order book of Rs 1,292 Crores offers some revenue visibility going forward.